Whenever a new invoice is created in Zoho Books, it automatically sends a template from Cheerio.

Zoho Books

Choose the Target App – Zoho Books. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Invoice ‘ as the trigger event. Connect to your Zoho Books account to capture data whenever a new invoice is created.

trigger-step

Cheerio

Choose the Target App – Cheerio. This is the destination point of automation. According to our use-case scenario, we need to select ‘ Send Template ‘ as the target event. Connect to your Cheerio account from which you want to send a template for a trigger that occurs in Zoho Books.

action-step

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